Practice Areas > Estate Planning, Probate, and Trust Administration

Our Firm has extensive experience in all aspects of estate planning and we are qualified to assist clients in creating estate plans that provide control, maintenance, and disposition of assets. Our Firm represents clients with estates of all sizes and complexities. Our Firm can access the talents, expertise and resources of our relationships with other professionals, including accountants and investment advisors, to coordinate the various disciplines required for comprehensive estate planning and wealth management. Our counsel includes traditional estate planning; advanced strategies to minimize estate, gift and generational skipping taxes; multi-generational tax planning; implementing strategic charitable giving plans; establishing charitable organizations; and probate and trust administration. Our Firm provides personalized estate planning with wealth preservation services to individuals, families and businesses in the following areas:

  • Estate Income and Gift Tax Planning
  • Last Will and Testaments
  • Power of Attorney
  • Health Care Directives
  • Testamentary Trusts
  • Revocable (Living) Trusts
  • Irrevocable Trusts
  • Irrevocable Life Insurance Trusts
  • Charitable Trusts
  • Supplemental and Special Needs Trusts
  • Medical Assistance Planning
  • Disability Planning
  • Business Succession Planning
  • Asset and Wealth Preservation
  • Higher Education Funding Strategies
  • Pre-Marital and Post-Marital Agreements
  • Retirement Planning
  • Post-Mortem Planning
  • Family Limited Partnerships
  • Guardianships
  • Probate Administration
  • Trust Administration